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DFP

Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP

72 hedge funds and large institutions have $99.2M invested in Flaherty & Crumrine Dynamic Preferred and Income Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

4% more capital invested

Capital invested by funds: $95.6M → $99.2M (+$3.66M)

0.14% less ownership

Funds ownership: 23.32% → 23.18% (-0.14%)

3% less funds holding

Funds holding: 74 → 72 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.74M
2
RWM
Revisor Wealth Management
Ohio
+$864K
3
SA
Strategic Advocates
Utah
+$827K
4
Wells Fargo
Wells Fargo
California
+$757K
5
GC
Guggenheim Capital
Illinois
+$743K

Top Sellers

1
MP
Mangrove Partners
Connecticut
-$4.98M
2
WA
Whipplewood Advisors
Colorado
-$2.8M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$569K
4
Morgan Stanley
Morgan Stanley
New York
-$525K
5
IAA
Independent Advisor Alliance
North Carolina
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$754K +$7.04K +345 +0.9%
NA
27
NewEdge Advisors
Louisiana
$704K -$3.47K -170 -0.5%
AC
28
AlphaCore Capital
California
$701K +$707K +34,651 New
PS
29
Principal Securities
Iowa
$687K – – –
CAL
30
Capital Analysts LLC
Pennsylvania
$680K -$38.9K -1,905 -5%
CIA
31
Concurrent Investment Advisors
Florida
$537K +$169K +8,268 +45%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$536K -$60.9K -2,987 -10%
CSP
33
Cary Street Partners
Virginia
$519K -$15.2K -745 -3%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$485K +$12.3K +604 +3%
MFG
35
Merit Financial Group
Georgia
$448K +$6.63K +325 +1%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$420K +$17.8K +875 +4%
HighTower Advisors
37
HighTower Advisors
Illinois
$417K -$116K -5,668 -22%
PVM
38
Palogic Value Management
Texas
$415K – – –
Walleye Capital
39
Walleye Capital
New York
$408K +$108K +5,311 +36%
CF
40
Centaurus Financial
California
$403K -$24.8K -1,214 -6%
Bank of America
41
Bank of America
North Carolina
$376K +$129K +6,342 +52%
RAM
42
Readystate Asset Management
Illinois
$363K +$366K +17,926 New
RCM
43
Robinson Capital Management
Michigan
$354K – – –
Cerity Partners
44
Cerity Partners
New York
$335K +$408 +20 +0.1%
MC
45
Mathes Company
New York
$314K -$20.4K -1,000 -6%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$281K +$283K +13,859 New
WS
47
Wedbush Securities
California
$275K -$59.2K -2,900 -18%
WLPWM
48
Walled Lake Planning & Wealth Management
Illinois
$222K – – –
AWS
49
Atria Wealth Solutions
New York
$217K – – –
FA
50
Fiduciary Alliance
South Carolina
$209K – – –
1
2
3 4

DFP Hedge Fund Activity: Q1 2025 in Review

72 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) for Q1 2025, worth a combined $99.2M — up 3.8% from $95.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DFP and 7 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Pathstone Holdings, adding an estimated $3.74M. The largest seller was Mangrove Partners, cutting an estimated $4.98M.

  • 72 institutional investors held Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) as of Q1 2025, down from 74 in Q4 2024.
  • Funds reported $99.2M of Flaherty & Crumrine Dynamic Preferred and Income Fund stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 7 funds opened new Flaherty & Crumrine Dynamic Preferred and Income Fund positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund buyer in Q1 2025 was Pathstone Holdings, an estimated $3.74M added.
  • The largest Flaherty & Crumrine Dynamic Preferred and Income Fund seller in Q1 2025 was Mangrove Partners, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2025.